AO
Advisor OS’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,409
| Closed | -$279K | – | 468 |
|
|
2025
Q1 | $279K | Buy |
3,409
+56
| +2% | +$4.59K | 0.03% | 342 |
|
|
2024
Q4 | $256K | Buy |
3,353
+416
| +14% | +$31.8K | 0.03% | 357 |
|
|
2024
Q3 | $225K | Buy |
2,937
+255
| +10% | +$19.5K | 0.02% | 371 |
|
|
2024
Q2 | $216K | Buy |
+2,682
| New | +$216K | 0.02% | 361 |
|